CSIO My Proof of Insurance: eSlips
The CSIO My Proof of Insurance eDelivery
solution enables users to send digital auto liability cards (eSlips)
and policy documents to customers. All Power Broker users will be
entitled to utilize the CSIO My Proof of Insurance eSlips and
eDelivery options, provided they have
A) Our CSIO
Upload/Download/ MasterCom option, and
B) Our scanning/ Image
Attachment / PDF Generator option
Additionally they need to
contact our office and request a revision to their key file to
enable the CSIO My Proof of Insurance eSlips and eDelivery options.
We want to keep track of which brokers are using this option for a
variety of reasons. If a brokerage attemps to perform any of the
tasks related to the CSIO My Proof of Insurance and they do not have
the required elements turned on in their key file, the following
message will be displayed.
They will also want to contact CSIO to setup their eDelivery
account. CSIO will give you a temporary password and then they will
allow you to setup your own account.
Users must be running
Mastercom version 9.7 or more recent on each workstation in order to
successfully use the eDelivery option. Once they have the most
current version, they will want to check under the Start button on
their desktop - All Programs - Mastercom Broker EDI PC Email EDI
Engine. 2 - Settings Main. They will want to make sure that they
have the Insurance Broker Name, User ID and Password filled out.
(see bottom portion of screen shot below).
eSlips can be sent at
the policy level or at the vehicle level. When sent at the policy
level an eSlip will be sent for every vehicle on the policy. When
sent at the vehicle level, an eSlip will be sent only for the
current highlighted vehicle. It can now also be either Real Time or
Sent to an Outbox for centralized transmission from the Windows Task
Scheduler. Wheneber an iten is to be sent by eDelivery, the user is
now asked to specify <R> for Right Away or <W> When next batch goes
out, the default is Right Away. For an eSlip to be sent, the
customer's email address must be present on the main customer
screen. Additionaly the name and address of the Insurance Company
must be properly filled in on the Insurance Company Table for the
Insurance Company listed on the Policy screen.
eSlips for all vehicles on a policy:
Click on the <Upload>
button, and then select 6 - eSlip to CSIO My Proof of Insurance
If there are vehicles
recorded against this policy and the customer's email address is
recorded, then the next screen displays.
Click on <Proceed> to send the
eSlips to CSIO My Proof of Insurance via Mastercom WebServices, or
click on <Return> to go back to main screen and not send upload.
Once eSlips are sent the <Return to Policy> button will light up,
and the user must click on this to continue, and what is actually
happening is that we are restoring their policy session so they are
back to where they started.
Every tme an eSlip is sent it is
recorded in the customer abeyance / documents database as shown
below, with the abeyance/note type CP.
You can see there have
been plenty of eSlips sent from this policy in testing.
Additionally you can choose
whether or not to automatically make eSlips as being Done, with
Today's Done Date, with a new setting created in the Abeyance 2 Page
of the Define Your Company Information Screen set.
Sending an eSlip for one vehicle
is very similar with the exception that it is done from the vehicle
screen of the vehicle that you want to send an eSlip for. Again the
customer's emai address must be on file, and the Insurance Company's
address must be entered into the Insurance Company Table. Click the
My Proof of Insurance button in the top right of the screen.
The screen appears right under
the My Proof of Insurance button, and the wording refers to the
currently displayed vehicle rather than all vehicles on the policy,
but everything else is the same.
Whenever an eSlip is sent, Power Broker generates a standard
CSIO policy image upload file and places it in the
MasterCom\email\al3upfil folder. The new eDelivery services
sub-folder and all of it's components reside under the main
Mastercom email folder and are created at the time the brokerage
installs Mastercom's BrokerEDI/PC version 9.7 or later.
To be able to send Right Away, that user must have access to the
File Server copy Mastercom software from their computer (they must
be able to see the \email folder on the file server and write files
into that folder and run programs that reside in that folder) and
their work station must have been configured to run MasterCom. If
MasterCom is not available on their computer, they they can only
sent it to the next outgoing batch on their File Server using the
takes the CSIO policy upload file, develops the required XML code
from it and sends it to CSIO My Proof of Insurance and then removes
the original file from this \al3upfil sub-folder
MasterCom takes does the actual
XML WebServices transmission from a roaming folder associated with
the users Windows installation on their local C:drive or shared
Terminal Services space. This is a hidden folder on most computers'
windows setup. Here is where the /xmlout folder exists on my
computer, this is under C:\USERS
As for eDelivery, if you
want to send a single file you can go to the abeyance screen on a
customer or policy file. You will see the 'CSIO Certified eDelivery'
button in the top right corner on the screen. You must be
highlighted on an abeyance that has an accepted attachment and also
that the Insurance Company selected for that policy has all the
needed information filled out on the Insurance Company table as well
as the CSIO Insurance Company Table. If you do not you will get
See underlined sections of Insurance Company Table that must be
also want to make sure that they have the Insurance Company as
specified on the Policy screen listed on the CSIO Insurance Company
Table found under the Tables tab.
When sending the abeyance,
Power Broker will then prompt you to enter the most relatable CSIO
Attachment Type Code.
Press Enter to see full list of CSIO
selected, you will see that the entry has been added to your
will also want to setup eDelivery Transmission through Power Broker
setup the edeliverytask.exe found in the BRO folder to run through
your Windows Task scheduler. Please click link below for detailed